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KSOCX vs VEXRX
KSOCX vs VEXRX Comparison
Open Charts KSOCX vs VEXRX
Kinetics Small Cap Opportunities Adv C
Price$154.02
Change+$1.99 (+1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$116.24
Change-$0.21 (-0.18%)
VolumeN/A
CapitalizationN/A
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KSOCX vs VEXRX Comparison Chart
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KSOCX vs. VEXRX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KSOCX is a StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.5B vs. KSOCX (429M). VEXRX pays higher dividends than KSOCX: VEXRX (0.58) vs KSOCX (0.44). KSOCX was incepted earlier than VEXRX: KSOCX (18 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. KSOCX (2.00). KSOCX has a lower initial minimum investment than VEXRX: KSOCX (2500) vs VEXRX (50000). KSOCX annual gain was more profitable for investors over the last year : 43.33 vs. VEXRX (26.95). KSOCX return over 5 years is better than : 187.17 vs. VEXRX (24.27).
| KSOCX | VEXRX | KSOCX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 61.855 | 12.806 | 483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 22.5B | 2% |
| Annual Yield % from dividends | 0.44 | 0.58 | 76% |
| Returns for 1 year | 43.33 | 26.95 | 161% |
| Returns for 3 years | 73.54 | -15.64 | -470% |
| Returns for 5 years | 187.17 | 24.27 | 771% |
| Returns for 10 years | 328.91 | 29.47 | 1,116% |
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